Deutsche Bank: B\u00fcy\u00fck hareket hen\u00fcz ya\u015fanmad\u0131<\/h1>\n

Deutsche Bank<\/strong>\u00a0AG DWS Group<\/strong>\u2019a g\u00f6re\u00a0T\u00fcrk<\/strong> hisse senetleri bu y\u0131l yeni rekorlar k\u0131rm\u0131\u015f olabilir ancak de\u011ferlemeler tam potansiyellerini yans\u0131tmazken daha fazla g\u00fc\u00e7lenmesi i\u00e7in f\u0131rsatlar\u0131n oldu\u011funu belirtti. Fon y\u00f6neticisi Sebastian Kahlfeld, Kas\u0131m ay\u0131ndan bu yana T\u00fcrkiye\u2019nin yat\u0131r\u0131mc\u0131 dostu para politikas\u0131na d\u00f6n\u00fc\u015f\u00fc ve risk varl\u0131klar\u0131na y\u00f6nelik daha geni\u015f bir i\u015ftah\u0131n, DWS\u2019nin \u0130stanbul hisse senetleri konusunda iyimser olmas\u0131n\u0131 sa\u011flad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Deutsche Bank’\u0131n \u00e7o\u011funluk hissedar\u0131 oldu\u011fu DWS Group’a g\u00f6re T\u00fcrk hisse senetleri rekor seviyelere ula\u015fm\u0131\u015f olsa da de\u011ferlemelerde hen\u00fcz b\u00fcy\u00fck bir hareket g\u00f6zlenmezken, bu potansiyel banka hisselerine yat\u0131r\u0131m yap\u0131larak ortaya \u00e7\u0131kar\u0131labilir. Kahlfeld<\/strong>, \u00fc\u00e7 ay \u00f6nceki ekonomik sars\u0131nt\u0131dan bu yana T\u00fcrk hisse senetleri y\u00fczde 25\u2019in \u00fczerinde art\u0131\u015f g\u00f6sterdikten sonra bile \u201cb\u00fcy\u00fck hareketin ger\u00e7ekle\u015fmedi\u011fini\u201d kaydetti.<\/p>\n

DWS: T\u00fcrkiye piyasas\u0131nda bankac\u0131l\u0131k sekt\u00f6r\u00fc cazip<\/h2>\n

Y\u00fckselen piyasalardaki emsallerine g\u00f6re y\u00fczde 50\u2019nin \u00fczerinde bir indirimle i\u015flem yapan\u00a0T\u00fcrk<\/strong>\u00a0bankalar\u0131, Kahlfeld\u2019e \u00f6zellikle \u00e7ekici g\u00f6r\u00fcn\u00fcyor. 2021\u2019de sekt\u00f6rde kazan\u00e7lar\u0131n artmas\u0131n\u0131 bekleyen Kahlfeld, yat\u0131r\u0131mc\u0131lar\u0131n bankalar\u0131n temett\u00fc \u00f6demelerine yeniden ba\u015flamas\u0131n\u0131 hafife ald\u0131klar\u0131n\u0131 belirtti.<\/p>\n

Ocak ay\u0131nda Bankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu (BDDK), bankalar\u0131n 2020 net gelirinin y\u00fczde 10\u2019unu temett\u00fc olarak \u00f6demesine izin vererek iki y\u0131ld\u0131r devam eden k\u0131s\u0131tlamay\u0131 sona erdirdi. BDDK, \u00fcyelerinin, sermaye yeterlilik oranlar\u0131n\u0131 korurken hissedarlara da\u011f\u0131t\u0131mlar\u0131 ihtiyatl\u0131 bir \u015fekilde yeniden ba\u015flataca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n

Kahlfeld, “Bu, T\u00fcrk bankalar\u0131 i\u00e7in tamamen yeni bir hikaye” dedi ve bankalar\u0131 tercih etmesinin “al\u0131\u015f\u0131lmad\u0131k bir durum oldu\u011funu” vurgulad\u0131.<\/p>\n

DWS Tuerkei fonu bu y\u0131l y\u00fczde 6,5 de\u011fer kazand\u0131<\/h3>\n

Bloomberg<\/a>\u2019\u00fcn haberine g\u00f6re, Deutsche Bank\u2019\u0131n\u00a0DWS<\/strong>\u00a0Tuerkei fonu bu y\u0131l y\u00fczde 6,5 de\u011fer kazanarak rakiplerinin y\u00fczde 83\u2019\u00fcnden daha iyi performans g\u00f6sterdi. Kahfeld, geli\u015fen piyasalardaki rakiplerine oranla y\u00fczde 50\u2019den fazla iskonto ile i\u015flem g\u00f6ren bankac\u0131l\u0131k hisselerinin \u00f6zellikle cazip oldu\u011funu belirtti.\u00a0Fon y\u00f6neticisi, \u201cOrtodoks politikalar\u0131n devam\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ilgisini yeniden art\u0131racakt\u0131r\u201d yorumunda bulunurken, \u201cBir \u00e7ok \u2018ne zaman?\u2019 ve \u2018olur mu?\u2019 sorusu var, ancak T\u00fcrkiye pay piyasas\u0131n\u0131n 2021\u2019i iyi ge\u00e7irmesi i\u00e7in b\u00fcy\u00fck bir \u015fans g\u00f6r\u00fcyoruz\u201d yorumunda bulundu.<\/p>\n

Bloomberg haberinde; \u00fc\u00e7 ay \u00f6nce Merkez Bankas\u0131 Ba\u015fkan\u0131\u2019n\u0131n g\u00f6revden al\u0131nmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n ekonominin yeni y\u00f6netimini memnuniyetle kar\u015f\u0131lamas\u0131na ve T\u00fcrk varl\u0131klar\u0131n\u0131n g\u00fc\u00e7lenmesine yol a\u00e7t\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"excerpt":{"rendered":"

Deutsche Bank: B\u00fcy\u00fck hareket hen\u00fcz ya\u015fanmad\u0131 Deutsche Bank\u00a0AG DWS Group\u2019a g\u00f6re\u00a0T\u00fcrk hisse senetleri bu y\u0131l yeni rekorlar k\u0131rm\u0131\u015f olabilir ancak…<\/p>\n","protected":false},"author":4,"featured_media":47212,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4595],"tags":[3692,4646,4647],"yoast_head":"\n